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HighTower Advisors Portfolio holdings
AUM
$94.2B
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+8.61%
1 Year Est. Return
+21.24%
3 Year Est. Return
+66.34%
5 Year Est. Return
+83.36%
10 Year Est. Return
+290.31%
AUM
$79.8B
AUM Growth
+$6.14B
(+8.3%)
Cap. Flow
+$1.59B
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
18.5%
Holding
4,055
New
333
Increased
1,586
Reduced
1,641
Closed
303
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Preformed Line Products
PLPC
|
+$101M |
| 2 |
WisdomTree US Quality Growth Fund
QGRW
|
+$95.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$89.4M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$75.1M |
| 5 |
Meta Platforms (Facebook)
META
|
+$64.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$59.6M |
| 2 |
Clorox
CLX
|
+$49.7M |
| 3 |
Visa
V
|
+$43.7M |
| 4 |
GMO US Quality ETF
QLTY
|
+$40.4M |
| 5 |
SPDR Gold Trust
GLD
|
+$40M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.55% |
| 2 | Financials | 10.31% |
| 3 | Consumer Discretionary | 5.93% |
| 4 | Industrials | 5.06% |
| 5 | Healthcare | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2776
First Trust Dow Jones Select MicroCap Index Fund
FDM
$260M
| $352K | ﹤0.01% |
4,912
-1,041
| -17% | -$67.2K |
|
2777
N-able
NABL
$769M
| $351K | ﹤0.01% |
43,369
-543
| -1% | -$4.05K |
|
2778
Freshpet
FRPT
$2.83B
| $351K | ﹤0.01% |
5,164
-550
| -10% | -$43K |
|
|
AMTM
2779
Amentum Holdings
AMTM
$5.51B
| $351K | ﹤0.01% |
14,858
-1,843
| -11% | -$38.5K |
|
2780
Insperity
NSP
$1.85B
| $351K | ﹤0.01% |
5,831
-1,774
| -23% | -$124K |
|
2781
Champion Homes
SKY
$4.48B
| $350K | ﹤0.01% |
5,593
-815
| -13% | -$63.4K |
|
2782
First Majestic Silver
AG
$8.05B
| $350K | ﹤0.01% |
42,338
-24,539
| -37% | -$165K |
|
|
HTO
2783
H2O America
HTO
$2.67B
| $350K | ﹤0.01% |
6,737
-160
| -2% | -$8.51K |
|
|
BLFY
2784
DELISTED
Blue Foundry Bancorp
BLFY
| $349K | ﹤0.01% |
36,425
| – | – |
|
|
NNOV
2785
Innovator Growth-100 Power Buffer ETF - November
NNOV
$87M
| $349K | ﹤0.01% |
12,736
| – | – |
|
|
ORGN
2786
DELISTED
Origin Materials
ORGN
| $348K | ﹤0.01% |
24,039
-500
| -2% | -$8.46K |
|
2787
CONMED
CNMD
$1.29B
| $348K | ﹤0.01% |
6,688
+147
| +2% | +$8.07K |
|
2788
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.1B
| $348K | ﹤0.01% |
+6,497
| New | +$326K |
|
|
GDEN
2789
DELISTED
Golden Entertainment
GDEN
| $348K | ﹤0.01% |
11,809
-8
| -0.1% | -$218 |
|
2790
The Mosaic Company
MOS
$7.09B
| $347K | ﹤0.01% |
9,518
-8,646
| -48% | -$277K |
|
2791
Procure Space ETF
UFO
$600M
| $347K | ﹤0.01% |
+12,078
| New | +$288K |
|
2792
Kadant
KAI
$3.69B
| $347K | ﹤0.01% |
1,092
-179
| -14% | -$56K |
|
|
KDEC
2793
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$72.2M
| $347K | ﹤0.01% |
14,427
+95
| +0.7% | +$2.19K |
|
2794
Zeta Global
ZETA
$4.77B
| $346K | ﹤0.01% |
22,362
-446
| -2% | -$5.92K |
|
2795
C&F Financial
CFFI
$254M
| $346K | ﹤0.01% |
5,604
+6
| +0.1% | +$382 |
|
2796
iShares US Regional Banks ETF
IAT
$685M
| $345K | ﹤0.01% |
6,972
-1,599
| -19% | -$72.8K |
|
2797
CorMedix
CRMD
$617M
| $345K | ﹤0.01% |
28,000
-1,138
| -4% | -$12.6K |
|
2798
ODDITY Tech
ODD
$708M
| $345K | ﹤0.01% |
+4,565
| New | +$278K |
|
2799
Global X MLP & Energy Infrastructure ETF
MLPX
$3.68B
| $344K | ﹤0.01% |
5,497
| – | – |
|
2800
Cytokinetics
CYTK
$11B
| $344K | ﹤0.01% |
10,423
-929
| -8% | -$32.3K |
|
Similar funds
HighTower Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, HighTower Advisors held 4,055 positions worth $79.8B, up 8.3% from $73.7B the previous quarter. Its ten largest holdings account for 18% of the portfolio.
HighTower Advisors's Q2 2025 filing shows 333 new, 1,586 increased, 1,641 reduced and 303 closed positions. Its largest new stake was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M. The largest sale was UnitedHealth, an estimated $59.6M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.
- HighTower Advisors's largest Q2 2025 buy was WisdomTree US Quality Growth Fund: 2,039,834 shares worth $107M.
- HighTower Advisors added most to Preformed Line Products in Q2 2025, an estimated $101M increase.
- HighTower Advisors's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $59.6M.
- HighTower Advisors fully exited Simplify US Equity PLUS Downside Convexity ETF in Q2 2025, selling an estimated $14.5M.
- HighTower Advisors's ten largest holdings make up 18% of its $79.8B portfolio in Q2 2025.
- HighTower Advisors opened 333 new positions and closed 303 in Q2 2025.
- HighTower Advisors's portfolio value rose 8.3% quarter-over-quarter to $79.8B.
Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.